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Paul R. Ried, MBA, CFP®

Paul R. Ried, MBA, CFP®

Founder and President

Paul is Founder and President of Paul R. Ried Financial Group, LLC. In this role, he provides leadership to the firm as well as advises clients in the planning process. Paul is passionate about helping clients achieve and maintain an enjoyable retirement through a team centered service-based collaborate approach. He is a Certified Financial Planner (CFP) and Registered Principal, Regional Director and Investment Adviser Representative with Cetera Advisor Networks. Paul holds registrations in securities and insurance licenses. He has been advising corporate employees, managers and executives in all aspects of Retirement Planning and Wealth Management for over twenty-seven years.

“Education has always been a core value of our firm”, said Paul, “Instruction delivered in a clear, easy to understand concise fashion is the key to enable individuals to make sound financial decisions”. Paul has conducted Financial Planning seminars for various corporate organizations for over twenty-years. As a Boeing off-hours training instructor, He has taught over 450 seminars and classes to more than 12,000 Boeing employees companywide on such topics as the Boeing VIP, Retirement and Investment Planning, Mutual Funds, Insurance Strategies and Estate Planning. Paul has been recognized by national, industry and local publications. He has been named to Barron’s Top Financial Advisors lists from 2009 through 2018. Registered Rep Magazine also named Paul as “One of America’s Top 100 Independent B/D Advisors” for 2011. Financial Times listed him in their Top 400 Advisor list in 2017 & 2018. Forbes' listed Paul as one of "America's Top 200 Wealth Advisors" in 2016 and to their "Best-In-State Wealth Advisers" list in 2018. He has also been in the Chairman's Club as a top 100 advisor at Cetera Advisor Networks since 2005. Paul is an Eagle Scout. He was selected to represent the Boy Scouts of America in 1973 in its Report to the Nation, meeting President Nixon in the Oval Office.

Prior forming Paul R Ried Financial Group, Paul held corporate positions in Business Planning, Accounting and International Business at PACCAR and The Boeing Company. Paul graduated with honors from the University of Puget Sound with a BA degree in Business and Communications. Paul went on to earn Top Honors as an MBA graduate in International Business from The George Washington University in Washington D.C.

Paul and his wife Linda are native to Seattle and reside in Bellevue. They enjoy spending time with their family including their son and daughter in law as well as their daughter, son in law and three grandkids. They support a variety of charitable efforts and enjoy a variety of outdoor activities including boating, skiing and spending time with their dog, Sapphire.

 

Listings in the above publications/and or awards are not a guarantee of future Investment success. This recognition should not be construed as an endorsement of the advisor by any client.